ESTATES ADMINISTRATOR:
Responsibilities:
- Typing and formatting of legal documents;
- Meeting with new clients and conducting estate interviews;
-Preparation of reporting documents for the Master
-Preparation of documents for creation of Testamentary Trusts
-Consults with Clients to sign documents
- Drafting letters and emails to the Master’s Office, banks, medical scheme, local and overseas pension funds, insurance companies, finance companies, beneficiaries, creditors and SARS
-Completion of change of ownership forms, redemptions forms, refund
- Drafting of Liquidation and Distribution accounts on Legalease
- Preparation of inspection documents for the Magistrate’s Court
- Basic completion of vehicle license renewal forms and change of ownership form
-Compiling of taxes packs
-Preparing Accrual calculation
- Drafting Wills
- Drafting and placing statutory advertisements
- Attending to deal with queries from clients and third parties, both electronically and telephonically
- Opening and closing of files, electronically and manually
- Updating files, electronically and manually
- General scanning & filing
- Capturing and maintaining master client list and filing of Wills in securities
- Preparation of and despatching invoices and statements
- Preparation of transaction requisitions for payments
- Meet clients at their place of convenience to provide our services
- Attending to update beneficiaries
- Drafting status reports on matters
- Minute taking at consultations
- General estate and wills administrative duties
